CRM & Sales Hub

Top Resources for CRM & Sales Hub

    • Hi, I HubSpot is there a way to to build a logic that sales rep can move the lead stage from Stage A to Stage E, only when they first move it to Stage B? I want to make sure sales rep directly don't make lead stage to the end stage we define. I know this can be done in Salesforce but in HubSpot can anyone suggest better way? Also, is it ideal to have the above in lead object or on contact object? Thanks ...read more
    • I am trying to figure out a couple of things. 1) whichs of our products are purchased first by contacts. We have a number of free courses that generates a $0 deal and want to be able to say "X% of people purchases this product as their 1st purchase" 2) the order in which other products are purchased by contacts. We have a group of courses that all need to be purchased but can be purchased in any order. We want to be able to say "course A is pu ...read more
    • I was looking for some help from the community on the following; We are attempting to use HubSpot as an effective forecasting tool as we attempt to use the Deals and Sales Orders to help provide accurate and robust data, that can help other functions (such as Supply Chain) planning ability. Ultimately, this data will then link in to our ERP system. Within our Sales Pipeline, we now have a few deals with a large volume of products tha ...read more
    • Hey everyone, Probably a simple questions but looking for anyone else that might be in a similar space. I work primarily in the franchise space and the email formats are usually the same franchise-wide around every organization with the root domain being @companyname.com. This means that when contact records are made for contacts and tying the company from the URL it appears everyone is under the same company making the activity feed a littl ...read more
    • Our sales team is looking for a way to track future potential sales. When a client mentions their future plans but aren't yet ready to begin discussions. We need: A way to see the opportunities that may be coming up as a team Reminders to contact those clients at the right time For no. 2, we can use tasks. For no. 1, I'm not sure what the best solution would be. The team would like to add these opportunities in our Deals board, ...read more

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MiaSrebrnjak on January 31, 2024
Our Community is home to exceptional humans who also happen to be very skilled at using HubSpot! 🙂 They not only know the software inside out but also often find imaginative and innovative ways to configure it to fit their business needs. read more
Community Manager
February 13, 2024
Thank you to all who have added examples in the thread last week! 🙏 We've selected a couple and featured them in a separate post here to...read more
CharlotteJ on January 17, 2022
One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more
15 upvotes
121 Replies
Most Valuable Member | Diamond Partner
February 17, 2024
Hi @DMakela are you still looking for help with your dashboards and reports?
CharlotteJ on December 14, 2021
Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more
14 upvotes
12 Replies
Member
March 04, 2024
thanks for sharing us one of the best information like
NicFragale on March 04, 2024
Hi Everyone, As has been the case for some time, there is not "easy" way to utilize a property that maintains the current date (today) in any of the plans available. There is a way to create a simplified workflow using "Specific Date" workflows read more
0 upvote
0 Reply
MThomas76 on March 04, 2024
My company has used 6 out of 6 Brand domains. Is there a way to purchase more? Do we have to upgrade to Enterpise? If so how many domains do we get with that?
1 upvote
2 Replies
Thought Leader | Gold Partner
March 04, 2024
Hey @MThomas76 with CMS Enterprise you get upto 10 domains here is more info https://knowledge.hubspot.com/domains-and-urls/understand-s...read more
joshuac on March 04, 2024
Hi, I am an IT employee that helps manage a client who's employees use Hubspot as an add-on in their Outlook that lets them keep track of sales and everything else Hubspot is meant for. However, we have received a few reports of users being sign read more
0 upvote
1 Reply
Member
March 04, 2024
Hey @joshuac , Not sure, have you triede the following solutions? Check Firewall and Security Settings : Verify that there are no firewall r...read more
jamesr87 on March 04, 2024
I am doing a basic sequence of e-mail(s) with a scheduled follow-up call as step 3. What I would like to do is create a list that constantly pulls all phone call tasks into a list so that I can use that list in a 3rd party dialer which pulls lists v read more
0 upvote
0 Reply
ricapassos on March 04, 2024
Sou usuário do Hubspot há anos e agora tenho uma colaboradora trabalhando comigo. Acontece que abri um email pra ela, mandei o link com o convite porém ela não consegue acessar o banco de dados da empresa. Podem me ajudar, por favor?
1 upvote
1 Reply
Thought Leader | Gold Partner
March 04, 2024
Ei, você configurou as permissões de usuário dela? Deve estar faltando uma etapa nas permissões do CRM vá para configurações > usuário e equipes &...read more
CFetterly on March 04, 2024
Hi There, Is there a way to bulk edit leads from the new prospecting tool? Going through one by one is very onerous, especially when transitioning to using this tool with a large active database.
1 upvote
2 Replies
Thought Leader | Gold Partner
March 04, 2024
Hey @CFetterly so you can only bulk edit the owner and enroll them in a sequence. If you want to change the status this should be done manuall...read more